AGP Executive Report
Last update: 3 hours agoWater Stress: Philippines regulators cut Metro Manila’s raw water allocation by 15% as El Niño dries up Angat Dam, with lower pressure and possible scheduled interruptions for millions. Dividend Watch: Shell’s special dividend chatter is back, with pay-outs flagged as high as 14.6%—a reminder that “specials” can be missed when investors only scan vanilla dividend lists. AI Infrastructure: IREN co-founder Daniel Roberts says AI’s bottleneck is physical infrastructure—power, land, cooling and data centres—not chips, as the firm pushes a full-stack model. Housing & Tax Fight: In Victoria, PM Anthony Albanese defended Labor’s negative gearing/CGT changes and housing push, while attacking the Coalition’s stance as pro-investor and anti-supply. Everyday Cost Pressure: New research finds 4.3m Australians delayed vehicle servicing, mostly due to cost-of-living strain. Digital Work: New Zealand’s digital leaders are heading to Microsoft’s US HQ to focus on “future of work” and cyber trends.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result.
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